About Us
Opportune Wealth Advisors Private Limited (or Opportune Wealth®) offers investment advisory services to individuals and corporates, on equity and mutual fund investments. The company’s mission is to help our clients grow and preserve their wealth, in a manner that helps them achieve their financial goals. We help clients allocate their capital in a way that will ensure long-term appreciation of their wealth and purchasing power over.
Our company follows the ESG Investing approach. At the heart of ESG Investing is a simple idea that companies that are ESG compliant are more likely to succeed in the long run and deliver stronger returns, while creating value for all their stakeholders (customers, employees, environment and shareholders –yes, You).
We believe that companies with strong ESG practices score high in terms of reputation and carry lower risk because they incorporate sustainability as a core value. This translates into steady and sustainable performance for the business. It is known that ESG Complaint companies to have lower incidences of controversies, and occupational mishaps and a deeper connection with the employees, customer and society at large, all of which will create incremental value in the long run…
Our Service Offerings
Opportune Wealth® is a SEBI Registered Investment Advisor (SEBI INA000005366) and offers fee-based investment advisory services. We advise clients on stock investments. Our recommendations are backed by our sound research methodology. The objective is to recommend stocks that will help clients steadily grow their capital over the next decade and beyond. Management of Opportune WealthTM also invests in the same equity portfolio as its clients.
Opportune Wealth® is an AMFI Registered Mutual Fund Distributor (ARN-111547) and offers mutual fund recommendations to clients. The advice is based on thorough research of the underlying holdings of the mutual fund, and not just based on past performance.
As a client of Opportune Wealth® you will get access to real-time advice and resources to help you plan your life’s financial goals. Whether it is a house purchase, a child’s education or retirement planning. We can help you get there with a little equity investing and lots of planning.
Client Testimonials
Hear out what our clients had to say about us as we complete 5 years of in the journey of investing delivering benchmark beating returns consistently. With this foundation, we embark to achieve greater milestones in the times to come!
Our Investment Philosophy
We have a fundamental analysis approach to finding quality companies that are ESG compliant, run by sound management, having strong moats and available at fair valuations. Our focus remains on finding winners in asset-light companies, having high earnings growth and strong cash-flows. We focus our investments in industries such as Technology and IT, Banking and Financial Services, Fast Moving Consumer Goods, Pharmaceuticals and Healthcare. Our multi-cap investment strategy includes a concentrated portfolio of less than 20 stocks cumulatively across large-cap, mid-cap and small-cap stocks. This provides us the right balance in terms of capital protection on the downside, and wealth creation on the upside. Our belief is that excessive diversification may lead to benchmark returns, but not to outperformance.
For more insights on our research methodology, please see an introductory video available here.
Annual Returns
Compliance Audit Status
| Sr.No. | Financial Year | Compliance Audit Status | Remarks, if any |
|---|---|---|---|
| 1 | FY 2020 – 21 | Conducted | NA |
| 2 | FY 2021 – 22 | Conducted | NA |
| 3 | FY 2022 – 23 | Conducted | NA |
| 4 | FY 2023 – 24 | Conducted | NA |
| 5 | FY 2024 – 25 | In progress | NA |